Modern Wealth Management goes from zero to $1.5 billion with first deal
The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.
Three weeks after launching as a new aggregator in the RIA space, Modern Wealth Management has locked down its first deal with the acquisition of Barber Financial Group, a collection of three advisory firms that combine for $1.5 billion in client assets.
Because Modern Wealth is a private equity-
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